Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.1K+ 3.11% |
$465K - $502K
|
202K
$15.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 14.51% |
$456K - $493K
|
47.2K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.89KNew |
$449K - $485K
|
5.89K
$449K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.62KNew |
$429K - $463K
|
5.62K
$429K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.41K+ 205.66% |
$413K - $446K
|
8.05K
$614K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5.37K+ 1.68% |
$410K - $443K
|
325K
$24.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.28K+ 9.81% |
$403K - $435K
|
59.1K
$4.51M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
5.27K+ 60.18% |
$402K - $434K
|
14K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.21KNew |
$397K - $429K
|
5.21K
$398K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.15K+ 1.27% |
$392K - $424K
|
412K
$31.4M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.12K+ 322.48% |
$390K - $422K
|
6.71K
$512K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.08K+ 35.27% |
$387K - $418K
|
19.5K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.79KNew |
$365K - $394K
|
4.79K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.72K+ 3.45% |
$359K - $388K
|
141K
$10.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
4.66KNew |
$355K - $383K
|
4.66K
$355K
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.33KNew |
$330K - $356K
|
4.33K
$330K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.05KNew |
$309K - $334K
|
4.05K
$309K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.94K+ 87.72% |
$300K - $325K
|
8.44K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.92K+ 1.18% |
$299K - $323K
|
336K
$25.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.8K+ 14.5% |
$290K - $313K
|
30K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
3.63KNew |
$277K - $299K
|
3.63K
$277K
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
3.63K+ 49.77% |
$277K - $299K
|
10.9K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.56KNew |
$271K - $293K
|
3.56K
$271K
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.55KNew |
$271K - $292K
|
3.55K
$271K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.47K+ 100.52% |
$265K - $286K
|
6.92K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.43KNew |
$262K - $283K
|
3.43K
$262K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.4KNew |
$259K - $280K
|
3.4K
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
3.39KNew |
$258K - $279K
|
3.39K
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
3.12K+ 0.58% |
$238K - $257K
|
545K
$41.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.09K+ 5.51% |
$236K - $255K
|
59.2K
$4.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.02K+ 11.18% |
$230K - $248K
|
30K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.95K+ 67.54% |
$225K - $243K
|
7.33K
$559K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.9KNew |
$221K - $239K
|
2.9K
$221K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.84K+ 3.65% |
$217K - $234K
|
80.8K
$6.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.67K+ 0.16% |
$203K - $219K
|
1.65M
$126M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.65K+ 4.47% |
$202K - $219K
|
62K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.64KNew |
$201K - $217K
|
2.64K
$201K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.58KNew |
$197K - $212K
|
2.58K
$197K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.56K+ 4.22% |
$195K - $211K
|
63.2K
$4.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.53K+ 10.95% |
$193K - $209K
|
25.7K
$1.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.53KNew |
$193K - $209K
|
2.53K
$193K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.48K+ 1.53% |
$189K - $204K
|
165K
$12.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.46K+ 1.11% |
$187K - $202K
|
224K
$17.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.45K+ 19.54% |
$186K - $201K
|
15K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.38K+ 855.4% |
$181K - $196K
|
2.66K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.37K+ 24.04% |
$181K - $195K
|
12.2K
$934K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.31K+ 4.43% |
$176K - $191K
|
54.5K
$4.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.27K+ 3.57% |
$173K - $187K
|
65.9K
$5.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.27K+ 9.91% |
$173K - $187K
|
25.2K
$1.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.25K+ 2.49% |
$171K - $185K
|
92.6K
$7.06M
|